AFC
AFT Forsyth & Company’s Bank of Montreal BMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,936
| Closed | -$262K | – | 135 |
|
|
2023
Q1 | $262K | Hold |
2,936
| – | – | 0.2% | 115 |
|
|
2022
Q4 | $266K | Hold |
2,936
| – | – | 0.23% | 112 |
|
|
2022
Q3 | $257K | Hold |
2,936
| – | – | 0.23% | 115 |
|
|
2022
Q2 | $282K | Hold |
2,936
| – | – | 0.23% | 112 |
|
|
2022
Q1 | $346K | Hold |
2,936
| – | – | 0.22% | 114 |
|
|
2021
Q4 | $316K | Hold |
2,936
| – | – | 0.16% | 124 |
|
|
2021
Q3 | $293K | Hold |
2,936
| – | – | 0.16% | 130 |
|
|
2021
Q2 | $301K | Hold |
2,936
| – | – | 0.16% | 131 |
|
|
2021
Q1 | $262K | Hold |
2,936
| – | – | 0.16% | 134 |
|
|
2020
Q4 | $223K | Buy |
+2,936
| New | +$223K | 0.14% | 137 |
|
|
2020
Q1 | – | Sell |
-3,986
| Closed | -$309K | – | 125 |
|
|
2019
Q4 | $309K | Sell |
3,986
-125
| -3% | -$9.69K | 0.24% | 114 |
|
|
2019
Q3 | $303K | Hold |
4,111
| – | – | 0.25% | 111 |
|
|
2019
Q2 | $310K | Hold |
4,111
| – | – | 0.26% | 110 |
|
|
2019
Q1 | $308K | Hold |
4,111
| – | – | 0.27% | 109 |
|
|
2018
Q4 | $269K | Hold |
4,111
| – | – | 0.27% | 113 |
|
|
2018
Q3 | $339K | Sell |
4,111
-477
| -10% | -$39.3K | 0.28% | 110 |
|
|
2018
Q2 | $856K | Buy |
4,588
+477
| +12% | +$89K | 0.75% | 46 |
|
|
2018
Q1 | $311K | Sell |
4,111
-250
| -6% | -$18.9K | 0.29% | 109 |
|
|
2017
Q4 | $349K | Buy |
+4,361
| New | +$349K | 0.34% | 101 |
|
|
2013
Q3 | $516K | Hold |
7,725
| – | – | 0.67% | 58 |
|
|
2013
Q2 | $448K | Buy |
+7,725
| New | +$448K | 0.64% | 56 |
|